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Clearstead Advisors’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Clearstead Advisors’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$143K Sell
2,905
-8,010
-73% -$431K ﹤0.01% 1167
2026
Q1 		$602K Hold
10,915
– – 0.01% 666
2025
Q4 		$500K Hold
10,915
– – 0.01% 656
2025
Q3 		$478K Buy
10,915
+1,200
+12% +$50.3K 0.01% 645
2025
Q2 		$390K Sell
9,715
-3,925
-29% -$152K 0.01% 674
2025
Q1 		$529K Buy
13,640
+10,735
+370% +$410K 0.01% 562
2024
Q4 		$106K Sell
2,905
-498
-15% -$19.6K ﹤0.01% 1015
2024
Q3 		$140K Buy
3,403
+411
+14% +$16.5K ﹤0.01% 950
2024
Q2 		$120K Buy
2,992
+87
+3% +$3.62K ﹤0.01% 957
2024
Q1 		$124K Hold
2,905
– – 0.01% 560
2023
Q4 		$119K Buy
+2,905
New +$116K 0.01% 555

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Clearstead Advisors's GUNR Position: Q2 2026 in Review

Clearstead Advisors reduced its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) stake by 73% in Q2 2026, selling an estimated $431K and leaving 2,905 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Clearstead Advisors first reported a position in GUNR in Q4 2023 and has held it in 11 quarters since. The position peaked at $602K in Q1 2026. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Clearstead Advisors held 2,905 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $143K as of Q2 2026.
  • Clearstead Advisors sold 8,010 Northern Trust Morningstar Global Upstream Natural Resources ETF shares in Q2 2026, an estimated $431K.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1167 holding.
  • Clearstead Advisors first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q4 2023 and has held it in 11 quarters since.
  • Clearstead Advisors's Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $602K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.